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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,889 | $109,908+222.9% | $97,161+265.3% | $145,978+143.1% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 10.71% | 243.80%-233.1pp | 75.36%-64.7pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,164 | $3,077-29.7% | $2,723-20.5% | $4,662-53.6% |
| Participant deferral / active EE | $5,712 | $4,679+22.1% | $4,265+33.9% | $6,690-14.6% |
| Admin fee / account holder | $3,313 | $6,213-46.7% | $5,647-41.3% | $13,400-75.3% |